Fidelity & Guaranty Life
FGL
FGL was delisted on the 30th of November, 2017.
89 hedge funds and large institutions have $223M invested in Fidelity & Guaranty Life in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 23
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2% more funds holding
Funds holding: 87 → 89 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17% less capital invested
Capital invested by funds: $270M → $223M (-$47.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$4.42M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.67M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.65M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$2.45M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$16.2M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$7.54M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.71M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.66M |
| 5 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$3.17M |
FGL Hedge Fund Activity: Q1 2015 in Review
89 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Fidelity & Guaranty Life (FGL) for Q1 2015, worth a combined $223M — down 17% from $270M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FGL positions and 8 closed out — a net gain of 2 holders — while 46 added to existing stakes and 23 trimmed.
The largest buyer was Boston Partners, adding an estimated $4.42M. The largest seller was TimesSquare Capital Management, cutting an estimated $16.2M.
- 89 institutional investors held Fidelity & Guaranty Life (FGL) as of Q1 2015, up from 87 in Q4 2014.
- Funds reported $223M of Fidelity & Guaranty Life stock for Q1 2015, down 17% quarter-over-quarter.
- 10 funds opened new Fidelity & Guaranty Life positions in Q1 2015 and 8 closed out, a net change of +2 holders.
- The largest Fidelity & Guaranty Life buyer in Q1 2015 was Boston Partners, an estimated $4.42M added.
- The largest Fidelity & Guaranty Life seller in Q1 2015 was TimesSquare Capital Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q1 2015.